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Name Holding Trade Value Shares
Change
Change in
Stake
Banco Santander
601
Banco Santander
Spain
$243K +$14.2K +54 +6%
PWMAG
602
Pinnacle Wealth Management Advisory Group
New Jersey
$242K +$27.8K +106 +13%
FC
603
Farringdon Capital
United Kingdom
$240K +$246K +937 New
EverSource Wealth Advisors
604
EverSource Wealth Advisors
Alabama
$238K -$166K -633 -40%
Procyon Advisors
605
Procyon Advisors
Connecticut
$238K -$24.1K -92 -9%
TCM
606
Triumph Capital Management
Colorado
$236K -$18.1K -69 -7%
Livforsakringsbolaget Skandia
607
Livforsakringsbolaget Skandia
Sweden
$236K – – –
SCA
608
Snowden Capital Advisors
New York
$235K -$30.9K -118 -11%
Deerfield Management
609
Deerfield Management
New York
$235K – – –
CX Institutional
610
CX Institutional
Indiana
$234K +$142K +542 +146%
TPI
611
Trust Point Inc
Wisconsin
$233K -$8.13K -31 -3%
SWM
612
Segment Wealth Management
Texas
$232K – – –
VC
613
VarCov Co
Connecticut
$231K +$237K +903 New
BOH
614
Bank of Hawaii
Hawaii
$231K – – –
CFP
615
Catalyst Financial Partners
Massachusetts
$228K -$12.3K -47 -5%
Mission Wealth Management
616
Mission Wealth Management
California
$226K -$25.7K -98 -10%
Brown Advisory
617
Brown Advisory
Maryland
$225K -$10.2K -39 -4%
KCM
618
Kathmere Capital Management
Pennsylvania
$225K +$230K +877 New
MCM
619
Manchester Capital Management
Vermont
$223K – – –
CCA
620
Checchi Capital Advisers
California
$222K -$19.4K -74 -8%
Modera Wealth Management
621
Modera Wealth Management
New Jersey
$221K +$1.31K +5 +0.6%
MWM
622
Mindset Wealth Management
Indiana
$220K +$524 +2 +0.2%
NAS
623
Nicolet Advisory Services
Wisconsin
$219K +$207K +791 New
PFM
624
Patton Fund Management
Texas
$218K +$224K +853 New
Savvy Advisors Inc
625
Savvy Advisors Inc
New York
$217K -$3.93K -15 -2%